USFS Funds Limited Duration Government Fund

Class Other (USLDX)
Scorecard
2 / 5 Stars
Lipper
1 1 5 2 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

#31 in Short-Term Government

U.S. News evaluated 49 Short Government Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 0.51 percent over the past year, 0.44 percent over the past three years, and 0.90 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 1.0%
1 Year 0.5%
3 Years (Annualized) 0.4%
5 Years (Annualized) 0.9%
10 Years (Annualized) N/A

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Summary

The investment seeks a high level of current income consistent with the preservation of capital. Under normal circumstances, the fund invests at least 80% of its assets in bonds or other debt obligations issued by, or whose principal and interest payments are guaranteed by, the U.S. government or one of its agencies or instrumentalities, including various U.S. government sponsored enterprises (collectively, "U.S. government securities") and repurchase agreements collateralized by such securities. It seeks to maintain a portfolio with a target average weighted duration between 1 and 3 years.

Fees

Fees are Low compared to funds in the same category.
USFS Funds Limited Duration Government Fund has an expense ratio of 0.75 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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